HWM
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Howard Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Howard Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-916
Closed -$55K – 209
2019
Q4 		$55K Buy
+916
New +$55K 0.05% 189